Public record / Tickers / EIX

EIX — EDISON INTERNATIONAL

Both disclosure regimes on one name: who in Congress filed about EIX, which institutions reported holding it. Each section keeps its own clock — congressional trades on the 45-day PTR clock, 13F holdings as quarter-end snapshots.

Congress txns
11
all PTR rows naming EIX
Members · 12m
1
0 buys · 1 sells · by trade date
Latest PTR
11-18
filed 2025-11-18
13F holders
500
top-500 slice · 2026-03-31
Congress = transactions in statutory ranges, 45-day lag · Institutions = quarter-end positions, 45-day lagas of 2026-09-14 13:21 UTCno price data — a disclosure record, not a chart

Gilbert Ray Cisneros, Jr. · $1.0K–$15.0K

Sale · traded 2025-10-09 → filed 2025-11-18. Ranked over every EIX row by the provable lower bound, never a point estimate.

1 member · 0 buys / 1 sells

Counts of disclosures by trade date, not dollars — ranges cannot be netted across members. Flow ranges per member are in the table below.

2 rows filed past the 45-day window

Late disclosure is stated on the row, never editorialised. Both dates and the receipt stay on every row.

Congress · disclosure timeline

TRADE DATES · 24M · ▲ BUY ▼ SELL · HEIGHT = LOG LOWER BOUND

7 dated disclosures in the window, placed by trade date; magnitudes are the disclosed lower bounds.

Trade date, not filing date — the lag lives in the table below. 7 rows placed.

PLANNED institutional holder flow by quarter

Congressional disclosures

ALL PTR ROWS NAMING EIX · SORTED FILED ↓ · STATUTORY RANGES · FILED ≤45D LATEfull congressional view ↗
Latest congressional filings mentioning EIX
Filed ▾MemberSide · OwnerTraded · LagAmountRange · FlagsSrc
2025-11-18Gilbert Ray Cisneros, Jr. D–CA-31SaleTraded 10-09 +40d$1K–$15K
2025-09-12Val T. Hoyle D–OR-4Purchase · SP (spouse-owned)Traded 2024-10-29 LATE·318d$1K–$15K
2025-08-20Ritchie Torres D–NY-15PurchaseTraded 2024-09-26 LATE·328d$1K–$15K
2025-05-14Julie Johnson D–TX-32Sale · JT (jointly owned)Traded 04-01 +43d$1K–$15K
2025-04-28Robert P. Bresnahan, Jr. R–PA-8SaleTraded 04-08 +20d$1K–$15K
Traded → filed dates on every rowEach row shows the trade date and the filing date; the gap between them is the disclosure lag.all 11 ↗

Members active in EIX

12M · NET LOWER BOUND · COMMITTEES AS OF TRADE DATE · SNAPSHOT 2026-09-14
Members disclosing EIX in the trailing 12 months
MemberRowsNetNet disclosed flow for this ticker: purchases minus sales, computed as a net range on the disclosed amounts. A lower bound is provable, never a point.CommitteesNumber of committees the member sat on as of their latest trade date in the window, from the cc0-legislators roster snapshot. Context, never an allegation; jurisdiction overlap needs the sector join.
Gilbert Ray Cisneros, Jr. D–CA-311−$15.0K to −$1.0K2

1 members in the window · counts of disclosures, not dollars.

Congress ↔ notable managers · EIX

who in Congress disclosed purchases or sales beside which notable managers added or trimmed

Congress · last 90 days

Buyers
0
Sellers
0

filed 2026-06-16 → 2026-09-14 · totals are statutory ranges

Notable managers · quarter ended 2026-03-31

Trimming
1 Caxton Associates $0 held

new + add vs trim + exit, by shares · $ = reported value now, not the change · EDISON INTL

Merged timeline of congressional filings and notable-manager moves on EIX
DateWhoChangeSize
2026-05-15Gotham Asset Management 13Fadd+168,425 sh
2026-05-15Bridgewater Associates 13Fadd+12,492 sh
2026-05-14Caxton Associates 13Fexit−23,362 sh

3 newest rows · Congress rows date by filing, 13F rows by quarter end · a 13F row is a quarter-end snapshot, not a trade

Institutional holders · 13F · Quarter ended 2026-03-31 · longs only

Top institutional holders of EIX for quarter 2026-03-31
#FilerValue ▾SecuritiesFlagsSrc
1BlackRock, Inc.$3.4B1
2STATE STREET CORP$2.5B1
3VANGUARD CAPITAL MANAGEMENT LLC$1.8B1
4VANGUARD PORTFOLIO MANAGEMENT LLC$1.7B1
5AQR CAPITAL MANAGEMENT LLC$1.5B1
6NORTHERN TRUST CORP$439M1
7MORGAN STANLEY$370M1
8FMR LLC$350M1
9FRANKLIN RESOURCES INC$339M1
10Allianz Asset Management GmbH$338M1
11Invesco Ltd.$332M1
12Legal & General Group Plc$328M1
13MASSACHUSETTS FINANCIAL SERVICES CO /MA/$323M1
14UBS AM, a distinct business unit of UBS ASSET MANAGEMENT AMERICAS LLC$315M1
15ATLAS Infrastructure Partners (UK) Ltd.$266M1
16HSBC HOLDINGS PLC$255M1
17CANADA PENSION PLAN INVESTMENT BOARD$216M1
18CHARLES SCHWAB INVESTMENT MANAGEMENT INC$215M1
19UBS Group AG$210M1
20Amundi$206M1
21VICTORY CAPITAL MANAGEMENT INC$168M1
22TWO SIGMA INVESTMENTS, LP$166M1
23BANK OF AMERICA CORP /DE/$161M1
24ROYAL BANK OF CANADA$159M1
25VANGUARD FIDUCIARY TRUST CO$158M1
26DEUTSCHE BANK AG\$155M1
27Swedbank AB$152M1
28DIMENSIONAL FUND ADVISORS LP$147M1
29FIRST TRUST ADVISORS LP$133M1
30NORDEA INVESTMENT MANAGEMENT AB$119M1
31ASSETMARK, INC$117M1
32ARROWSTREET CAPITAL, LIMITED PARTNERSHIP$107M1
33BARCLAYS PLC$105M1
34IEQ CAPITAL, LLC$98.6M1
35CAISSE DE DEPOT ET PLACEMENT DU QUEBEC$96.3M1
36National Pension Service$85.9M1
37Swiss National Bank$82.6M1
38CALIFORNIA PUBLIC EMPLOYEES RETIREMENT SYSTEM$81.5M1
39D. E. Shaw & Co., Inc.$79.2M1
40Nuveen, LLC$79.1M1
41Vanguard Global Advisers, LLC$68.6M1
42BANK OF MONTREAL /CAN/$66.0M1
43Swiss Life Asset Management Ltd$65.6M1
44Mitsubishi UFJ Asset Management Co., Ltd.$64.0M1
45Cerity Partners LLC$62.8M1
46Man Group plc$54.5M1
47COMMONWEALTH OF PENNSYLVANIA PUBLIC SCHOOL EMPLS RETRMT SYS$52.3M1
48VANGUARD ASSET MANAGEMENT, Ltd$52.1M1
49SEI INVESTMENTS CO$51.1M1
50Universal- Beteiligungs- und Servicegesellschaft mbH$50.8M1
51Mariner, LLC$47.2M1
52MACKENZIE FINANCIAL CORP$46.4M1
53BNP Paribas Asset Management Holding S.A.$45.8M1
54Aberdeen Group plc$44.9M1
55NATIXIS$44.6M1
56SUSQUEHANNA INTERNATIONAL GROUP, LLP$43.4M1
57CWM, LLC$40.5M1
58TD ASSET MANAGEMENT INC$38.9M1
59CITIGROUP INC$38.8M1
60ALLIANCEBERNSTEIN L.P.$38.3M1
61M&G Plc$35.8M1
62WELLINGTON MANAGEMENT GROUP LLP$35.2M1
63PRINCIPAL FINANCIAL GROUP INC$34.5M1
64AVIVA PLC$33.7M1
65Robeco Institutional Asset Management B.V.$33.5M1
66LPL Financial LLC$32.0M1
67Investment Management Corp of Ontario$30.9M1
68FEDERATED HERMES, INC.$30.5M1
69NATIONAL BANK OF CANADA /FI/$29.8M1
70Banco Santander, S.A.$29.2M1
71ALPS ADVISORS INC$28.8M1
72Aware Super Pty Ltd as trustee of Aware Super$28.8M1
73Vanguard Investments Australia, Ltd.$27.2M1
74Zurcher Kantonalbank (Zurich Cantonalbank)$26.9M1
75Maryland State Retirement & Pension System$26.8M1
76WEALTH ENHANCEMENT ADVISORY SERVICES, LLC$26.7M1
77Arbejdsmarkedets Tillaegspension$26.0M1
78MACQUARIE GROUP LTD$25.8M1
79Creative Planning$25.6M1
80AE Wealth Management LLC$25.5M1
81ROYAL LONDON ASSET MANAGEMENT LTD$25.3M1
82STATE BOARD OF ADMINISTRATION OF FLORIDA RETIREMENT SYSTEM$25.1M1
83Electron Capital Partners, LLC$24.9M1
84Pictet Asset Management Holding SA$24.7M1
85WELLS FARGO & COMPANY/MN$23.8M1
86BANK OF NOVA SCOTIA$23.7M1
87ADAGE CAPITAL PARTNERS GP, L.L.C.$23.2M1
88VOYA INVESTMENT MANAGEMENT LLC$22.3M1
89NOMURA ASSET MANAGEMENT INTERNATIONAL INC.$22.1M1
90BRITISH COLUMBIA INVESTMENT MANAGEMENT Corp$21.8M1
91MILLENNIUM MANAGEMENT LLC$21.7M1
92SCHRODER INVESTMENT MANAGEMENT GROUP$21.5M1
93Korea Investment CORP$21.3M1
94MIRAE ASSET GLOBAL ETFS HOLDINGS Ltd.$21.3M1
95FJARDE AP-FONDEN /FOURTH SWEDISH NATIONAL PENSION FUND$20.7M1
96MERCER GLOBAL ADVISORS INC /ADV$19.5M1
97Andra AP-fonden$19.4M1
98Focus Partners Wealth$19.3M1
99Quantinno Capital Management LP$19.0M1
100PRUDENTIAL FINANCIAL INC$18.9M1
101AMERICAN CENTURY COMPANIES INC$18.9M1
102MANUFACTURERS LIFE INSURANCE COMPANY, THE$18.7M1
103AIA Group Ltd$18.6M1
104Empowered Funds, LLC$18.5M1
105Gradient Investments LLC$18.5M1
106RAYMOND JAMES FINANCIAL INC$18.4M1
107STATE OF WISCONSIN INVESTMENT BOARD$18.0M1
108GUGGENHEIM CAPITAL LLC$17.7M1
109Grantham, Mayo, Van Otterloo & Co. LLC$17.6M1
110Meiji Yasuda Asset Management Co Ltd.$17.5M1
111Eurizon Capital SGR S.p.A.$17.4M1
112ENVESTNET ASSET MANAGEMENT INC$17.2M1
113Baird Financial Group, Inc.$17.0M1
114TORONTO DOMINION BANK$16.2M1
115Voleon Capital Management LP$15.8M1
116Cetera Investment Advisers$15.4M1
117PRUDENTIAL PLC$15.4M1
118Asset Management One Co., Ltd.$14.6M1
119Chevy Chase Trust Holdings, LLC$13.9M1
120Tredje AP-fonden$13.8M1
121Brookstone Capital Management$13.7M1
122Osmosis Investment Management UK Ltd$13.7M1
123Gotham Asset Management, LLC$12.9M1
124Advisors Asset Management, Inc.$12.8M1
125Harvest Portfolios Group Inc.$12.2M1
126APG Asset Management N.V.$12.2M1
127ASR Vermogensbeheer N.V.$12.1M1
128Ensign Peak Advisors, Inc$11.8M1
129Lansforsakringar Fondforvaltning AB (publ)$11.5M1
130OSAIC HOLDINGS, INC.$11.1M1
131Mirae Asset Global Investments Co., Ltd.$11.1M1
132TEACHER RETIREMENT SYSTEM OF TEXAS$11.0M1
133CITADEL ADVISORS LLC$10.9M1
134NOMURA ASSET MANAGEMENT CO LTD$10.3M1
135Bridgewater Associates, LP$10.3M1
136State of New Jersey Common Pension Fund D$9.5M1
137Resona Asset Management Co.,Ltd.$9.3M1
138DUFF & PHELPS INVESTMENT MANAGEMENT CO$9.0M1
139CIBC Bancorp USA Inc.$9.0M1
140ING GROEP NV$8.8M1
141STATE OF MICHIGAN RETIREMENT SYSTEM$8.4M1
142Federation des caisses Desjardins du Quebec$8.4M1
143IFM Investors Pty Ltd$8.2M1
144ProShare Advisors LLC$8.2M1
145WORLDQUANT MILLENNIUM ADVISORS LLC$8.1M1
146PUBLIC SECTOR PENSION INVESTMENT BOARD$8.0M1
147Illinois Municipal Retirement Fund$7.8M1
148KWMG, LLC$7.8M1
149Czech National Bank$7.7M1
150Arizona State Retirement System$7.7M1
151CIBC Asset Management Inc$7.5M1
152STIFEL FINANCIAL CORP$7.3M1
153American Assets Investment Management, LLC$7.3M1
154Merit Financial Group, LLC$7.3M1
155SEB Asset Management AB$7.2M1
156COMMONWEALTH EQUITY SERVICES, LLC$7.1M1
1571834 INVESTMENT ADVISORS CO$6.7M1
158Ethic Inc.$6.7M1
159Corient Private Wealth LLC$6.6M1
160BURNEY CO/$6.5M1
161AlTi Global, Inc.$6.4M1
162STOREBRAND ASSET MANAGEMENT AS$6.4M1
163Focus Partners Advisor Solutions, LLC$6.3M1
164USS Investment Management Ltd$6.2M1
165Stablepoint Partners, LLC$6.1M1
166CREDIT AGRICOLE S A$6.0M1
167Calamos Advisors LLC$6.0M1
168Wealthfront Advisers LLC$6.0M1
169Retirement Systems of Alabama$6.0M1
170HEALTHCARE OF ONTARIO PENSION PLAN TRUST FUND$5.9M1
171Susquehanna Portfolio Strategies, LLC$5.9M1
172CAPITOLIS LIQUID GLOBAL MARKETS LLC$5.7M1
173Vinva Investment Management Ltd$5.6M1
174PINKERTON WEALTH, LLC$5.5M1
175Woodline Partners LP$5.5M1
176Genus Capital Management Inc.$5.5M1
177Candriam S.C.A.$5.5M1
178LBP AM SA$5.5M1
179O'SHAUGHNESSY ASSET MANAGEMENT, LLC$5.4M1
180NewEdge Advisors, LLC$5.4M1
181Carson Advisory Inc.$5.4M1
182Metis Global Partners, LLC$5.3M1
183ZACKS INVESTMENT MANAGEMENT$5.2M1
184NOMURA HOLDINGS INC$5.2M1
185MML INVESTORS SERVICES, LLC$5.1M1
186Daiwa Securities Group Inc.$5.0M1
187Morningstar Investment Management LLC$4.9M1
188NEW ENGLAND ASSET MANAGEMENT INC$4.8M1
189XPONANCE LLC$4.7M1
190FIFTH THIRD BANCORP$4.6M1
191Utah Retirement Systems$4.5M1
192Y-Intercept (Hong Kong) Ltd$4.5M1
193D.A. DAVIDSON & CO.$4.5M1
194NEOS Investment Management LLC$4.5M1
195ProVise Management Group, LLC$4.5M1
196Vanguard Personalized Indexing Management, LLC$4.3M1
197Donoghue Forlines LLC$4.3M1
198Pallas Capital Advisors LLC$4.2M1
199OMERS ADMINISTRATION Corp$4.2M1
200NEW YORK LIFE INVESTMENT MANAGEMENT LLC$4.2M1
201Rakuten Investment Management, Inc.$4.1M1
202U.S. Capital Wealth Advisors, LLC$4.0M1
203JANE STREET GROUP, LLC$4.0M1
204Mitsubishi UFJ Trust & Banking Corp$4.0M1
205Convergence Investment Partners, LLC$3.9M1
206HighTower Advisors, LLC$3.9M1
207Slagle Financial, LLC$3.9M1
208QRG CAPITAL MANAGEMENT, INC.$3.8M1
209LANDSCAPE CAPITAL MANAGEMENT, L.L.C.$3.8M1
210NISSAY ASSET MANAGEMENT CORP /JAPAN$3.7M1
211Quadrature Capital Ltd$3.7M1
212Krilogy Financial LLC$3.7M1
213RENAISSANCE TECHNOLOGIES LLC$3.6M1
214Sivia Capital Partners, LLC$3.6M1
215Sumitomo Mitsui DS Asset Management Company, Ltd$3.6M1
216Elo Mutual Pension Insurance Co$3.5M1
217Janus Henderson Group Ltd.$3.5M1
218Collar Capital Management, LLC$3.5M1
219INTECH INVESTMENT MANAGEMENT LLC$3.4M1
220Bull Harbor Capital LLC$3.4M1
221YOUSIF CAPITAL MANAGEMENT, LLC$3.3M1
222Financiere des Professionnels - Fonds d'investissement inc.$3.3M1
223WBI INVESTMENTS, LLC$3.3M1
224Del-Sette Capital Management, LLC$3.3M1
225ExodusPoint Capital Management, LP$3.2M1
226OREGON PUBLIC EMPLOYEES RETIREMENT FUND$3.2M1
227UniSuper Management Pty Ltd$3.0M1
228S-Bank Fund Management Ltd$3.0M1
229MUTUAL OF AMERICA CAPITAL MANAGEMENT LLC$3.0M1
230EVOLVE PRIVATE WEALTH, LLC$3.0M1
231OP Asset Management Ltd$2.9M1
232US BANCORP \DE\$2.9M1
233WESTPAC BANKING CORP$2.9M1
234Ascent Group, LLC$2.8M1
235Ategra Capital Management, LLC$2.7M1
236LGT Fund Management Co Ltd.$2.6M1
237Keeler Thomas Management LLC$2.6M1
238TRUIST FINANCIAL CORP$2.6M1
239FULLER & THALER ASSET MANAGEMENT, INC.$2.6M1
240ABN AMRO INVESTMENT SOLUTIONS$2.6M1
241Jain Global LLC$2.6M1
242Vident Advisory, LLC$2.5M1
243Pathstone Holdings, LLC$2.5M1
244Allworth Financial LP$2.5M1
245Tidal Investments LLC$2.5M1
246Virtus Investment Advisers, LLC$2.4M1
247Sanctuary Advisors, LLC$2.4M1
248NorthCrest Asset Manangement, LLC$2.3M1
249Rafferty Asset Management, LLC$2.3M1
250Sequoia Financial Advisors, LLC$2.2M1
251Blackhawk Capital Partners, LLC$2.2M1
252Chicago Partners Investment Group LLC$2.2M1
253GREAT LAKES ADVISORS, LLC$2.2M1
254PICTON MAHONEY ASSET MANAGEMENT$2.2M1
255Generali Asset Management SPA SGR$2.2M1
256STANCE CAPITAL LLC$2.2M1
257Envestnet Portfolio Solutions, Inc.$2.1M1
258Kestra Advisory Services, LLC$2.1M1
259Secure Asset Management, LLC$2.1M1
260FIRST CITIZENS BANK & TRUST CO$2.1M1
261Guardian Financial Partners, LLC$2.1M1
262Norinchukin Bank, The$2.0M1
263B. Metzler seel. Sohn & Co. AG$2.0M1
264Private Advisor Group, LLC$2.0M1
265Family Manage LLC$2.0M1
266MADDEN SECURITIES Corp$2.0M1
267M&T BANK CORP$2.0M1
268Vontobel Holding Ltd.$1.9M1
269Board of the Pension Protection Fund$1.9M1
270Prosperity Consulting Group, LLC$1.9M1
271WADDELL & ASSOCIATES, LLC$1.9M1
272SHARPEPOINT LLC$1.9M1
273GeoWealth Management, LLC$1.9M1
274Concurrent Investment Advisors, LLC$1.9M1
275Curi Capital, LLC$1.9M1
276NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO$1.9M1
277Caerus Investment Advisors, LLC$1.9M1
278Estate Counselors, LLC$1.9M1
279Oak Thistle LLC$1.8M1
280denkapparat Operations GmbH$1.8M1
281HB Wealth Management, LLC$1.8M1
282AMF Tjanstepension AB$1.8M1
283Waverly Advisors, LLC$1.7M1
284Ameritas Investment Partners, Inc.$1.7M1
285WINTON GROUP Ltd$1.7M1
286CWA Asset Management Group, LLC$1.7M1
287MIZUHO SECURITIES USA LLC$1.7M1
288Rockefeller Capital Management L.P.$1.7M1
289Beacon Pointe Advisors, LLC$1.6M1
290Arvest Bank Trust Division$1.6M1
291Avanza Fonder AB$1.6M1
292Marks Group Wealth Management, Inc$1.6M1
293Parcion Private Wealth LLC$1.6M1
294FIDEURAM - INTESA SANPAOLO PRIVATE BANKING S.P.A.$1.5M1
295EP Wealth Advisors, LLC$1.5M1
296Qsemble Capital Management, LP$1.5M1
297Patriot Financial Group Insurance Agency, LLC$1.5M1
298Prospera Financial Services Inc$1.5M1
299Mondrian Investment Partners LTD$1.5M1
300Allspring Global Investments Holdings, LLC$1.5M1
301VestGen Advisors, LLC$1.5M1
302Weiss Asset Management LP$1.5M1
303Summit Financial, LLC$1.5M1
304Atria Investments, Inc$1.5M1
305Inspire Investing, LLC$1.5M1
306JACKSON THORNTON WEALTH MANAGEMENT, LLC$1.5M1
307Fideuram Asset Management (Ireland) dac$1.4M1
308Triumph Capital Management$1.4M1
309EQUITABLE TRUST CO$1.4M1
310Mattson Financial Services, LLC$1.4M1
311EVERGREEN CAPITAL MANAGEMENT LLC$1.4M1
312UNITED CAPITAL FINANCIAL ADVISORS, LLC$1.4M1
313Lido Advisors, LLC$1.4M1
314Manske Wealth Management$1.4M1
315FCG Investment Co$1.4M1
316FIRST NATIONAL TRUST CO$1.3M1
317PRINCIPAL SECURITIES, INC.$1.3M1
318MOODY NATIONAL BANK TRUST DIVISION$1.3M1
319Crossmark Global Holdings, Inc.$1.3M1
320Tower Research Capital LLC (TRC)$1.3M1
321Leonteq Securities AG$1.3M1
322Clearwave Capital, LLC$1.3M1
323Perpetual Ltd$1.3M1
324CSS LLC/IL$1.3M1
325BCS Private Wealth Management, Inc.$1.2M1
326Ameritas Advisory Services, LLC$1.2M1
327FIRST COMMONWEALTH FINANCIAL CORP /PA/$1.2M1
328Frank, Rimerman Advisors LLC$1.2M1
329GATEWAY INVESTMENT ADVISERS LLC$1.2M1
330Arax Advisory Partners$1.2M1
331ALERUS FINANCIAL NA$1.2M1
332San Luis Wealth Advisors LLC$1.2M1
333EVOKE WEALTH, LLC$1.2M1
334MUFG Securities EMEA plc$1.2M1
335Sagewood Asset Management LP$1.2M1
336TOUNJIAN ADVISORY PARTNERS, LLC$1.2M1
337Paradiem, LLC$1.1M1
338Clearstead Advisors, LLC$1.1M1
339HANCOCK WHITNEY CORP$1.1M1
340Michels Family Financial, LLC$1.1M1
341waypoint wealth counsel$1.1M1
342TWIN CITY PRIVATE WEALTH, LLC$1.1M1
3431832 Asset Management L.P.$1.1M1
344Rothschild Wealth LLC$1.1M1
345Lombard Odier Asset Management (Switzerland) SA$1.1M1
346Steward Partners Investment Advisory, LLC$1.1M1
347ARVEST INVESTMENTS, INC.$1.1M1
348SFE Investment Counsel$1.1M1
349NWAM LLC$1.1M1
350Diligent Investors, LLC$1.1M1
351Frec Markets, Inc.$1.1M1
352E. Ohman J:or Asset Management AB$1.1M1
353Assenagon Asset Management S.A.$1.1M1
354TOKIO MARINE ASSET MANAGEMENT CO LTD$1.1M1
355Sigma Planning Corp$1.0M1
356New Age Alpha Advisors, LLC$1.0M1
357Ausdal Financial Partners, Inc.$1.0M1
358Diversified Trust Co$1.0M1
359Hennion & Walsh Asset Management, Inc.$977K1
360Savvy Advisors, Inc.$967K1
361PROFUND ADVISORS LLC$961K1
362Empirical Finance, LLC$957K1
363KNIGHTSBRIDGE ASSET MANAGEMENT, LLC$948K1
364MAI Capital Management$938K1
365GenTrust, LLC$932K1
366CITIZENS FINANCIAL GROUP INC/RI$919K1
367SYM FINANCIAL Corp$909K1
368Brooklyn Investment Group$908K1
369Perigon Wealth Management, LLC$906K1
370NORTHWESTERN MUTUAL INVESTMENT MANAGEMENT COMPANY, LLC$901K1
371KESTRA PRIVATE WEALTH SERVICES, LLC$881K1
372A&I FINANCIAL SERVICES, LLC$879K1
373Western Wealth Management, LLC$867K1
374Probity Advisors, Inc.$861K1
375BEESE FULMER INVESTMENT MANAGEMENT, INC.$853K1
376Allegiance Financial Group Advisory Services LLC$848K1
377Qtron Investments LLC$824K1
378Kiker Wealth Management, LLC$823K1
379PINNACLE ASSOCIATES LTD$822K1
380Odyssean, LLC$820K1
381QTR Family Wealth, LLC$818K1
382BOOTHBAY FUND MANAGEMENT, LLC$817K1
383Abel Hall, LLC$816K1
384LFG Wealth Partners, LLC$813K1
385J. Derek Lewis & Associates Inc.$811K1
386OPPENHEIMER & CO INC$808K1
387North Dakota State Investment Board$806K1
388KWB Wealth$806K1
389BANCO BILBAO VIZCAYA ARGENTARIA, S.A.$805K1
390Kera Capital Partners, Inc.$803K1
391EXCHANGE TRADED CONCEPTS, LLC$798K1
392Kestra Investment Management, LLC$780K1
393Csenge Advisory Group$771K1
394FIRETHORN WEALTH PARTNERS, LLC$767K1
395Vise Technologies, Inc.$766K1
396Voya Financial Advisors, Inc.$764K1
397GROUPAMA ASSET MANAGMENT$762K1
398MANCHESTER FINANCIAL INC$761K1
399SECURIAN ASSET MANAGEMENT, INC$758K1
400INVESTMENT HOUSE LLC$756K1
401ROCKLAND TRUST CO$755K1
402CHOREO, LLC$754K1
403Squarepoint Ops LLC$749K1
404Neo Ivy Capital Management$747K1
405Laird Norton Wetherby Trust Company, LLC$743K1
406Revisor Wealth Management LLC$738K1
407MGO ONE SEVEN LLC$738K1
408Summit Trail Advisors, LLC$738K1
409NORTHWEST WEALTH MANAGEMENT, LLC$737K1
410EFG International AG$736K1
411Elevated Capital Advisors, LLC$731K1
412Abundance Wealth Counselors$730K1
413Integrated Quantitative Investments LLC$730K1
414VIRTUS ADVISERS, LLC$717K1
415Gateway Wealth Partners, LLC$700K1
416DIVERSIFY WEALTH MANAGEMENT, LLC$699K1
417Plan Group Financial, LLC$697K1
418EARNED WEALTH ADVISORS, LLC$694K1
419Evercore Wealth Management, LLC$692K1
420Presima Securities ULC$685K1
421Centennial Wealth Advisory LLC$684K1
422JOHNSON INVESTMENT COUNSEL INC$680K1
423Baker Avenue Asset Management, LP$677K1
424OneAscent Financial Services LLC$673K1
425Trivium Point Advisory, LLC$670K1
426CAPSTONE INVESTMENT ADVISORS, LLC$660K1
427Intrua Financial, LLC$655K1
428VIEWPOINT INVESTMENT PARTNERS CORP$648K1
429Financial Designs Corp$642K1
430COLDSTREAM CAPITAL MANAGEMENT INC$640K1
431SIGNET FINANCIAL MANAGEMENT, LLC$639K1
432MISSION WEALTH MANAGEMENT, LP$637K1
433ELEVATION POINT WEALTH PARTNERS, LLC$636K1
434Brevan Howard Capital Management LP$633K1
435Wick Capital Partners, LLC$631K1
436PFG Investments, LLC$630K1
437AlphaCore Capital LLC$625K1
438MIRABELLA FINANCIAL SERVICES LLP$620K1
439MEEDER ASSET MANAGEMENT INC$612K1
440Kaufman Rossin Wealth, LLC$603K1
441Equitable Holdings, Inc.$603K1
442Accurate Wealth Management, LLC$598K1
443Fiduciary Group, LLC$588K1
444Kovack Advisors, Inc.$583K1
445DAYMARK WEALTH PARTNERS, LLC$578K1
446Advisory Alpha, LLC$574K1
447Ariadne Wealth Management, LP$573K1
448LGT Group Foundation$567K1
449INFRASTRUCTURE CAPITAL ADVISORS, LLC$567K1
450Brown Financial Advisors$563K1
451Southland Equity Partners LLC$556K1
452Caprock Group, LLC$556K1
453&PARTNERS$553K1
454Kingsview Wealth Management, LLC$552K1
455Banque Cantonale Vaudoise$549K1
456Alliance Wealth Advisors, LLC$549K1
457Crane Advisory, LLC$548K1
458FOUNDATIONS INVESTMENT ADVISORS, LLC$545K1
459Savant Capital, LLC$543K1
460Dai-ichi Life Insurance Company, Ltd$542K1
461FLC Capital Advisors$540K1
462EXENCIAL WEALTH ADVISORS, LLC$539K1
463Essex Financial Services, Inc.$536K1
464Ballentine Partners, LLC$530K1
465Sterling Group Wealth Management, LLC$528K1
466BFSG, LLC$526K1
467Center For Asset Management LLC$526K1
468JOURNEY STRATEGIC WEALTH LLC$521K1
469Symphony Financial, Ltd. Co.$521K1
470Quarry LP$519K1
471Caitlin John, LLC$515K1
472Soltis Investment Advisors LLC$515K1
473TEMA ETFS LLC$515K1
474Bison Wealth, LLC$514K1
475XTX Topco Ltd$504K1
476COMMERCE BANK$502K1
477MITCHELL MCLEOD PUGH & WILLIAMS INC$502K1
478MBL Wealth, LLC$502K1
479Dougherty & Associates, LLC$501K1
480RIVERSEDGE ADVISORS, LLC$497K1
481WAYCROSS PARTNERS, LLC$495K1
482Copley Financial Group, Inc.$484K1
483Financial Advisors Network, Inc.$478K1
484Fielder Capital Group LLC$468K1
485Flatrock Wealth Partners LLC$468K1
486Aptus Capital Advisors, LLC$464K1
487Aprio Wealth Management, LLC$463K1
488KEYBANK NATIONAL ASSOCIATION/OH$463K1
489Connor, Clark & Lunn Investment Management Ltd.$461K1
490Inspire Advisors, LLC$461K1
491Mutual Advisors, LLC$455K1
492Modern Wealth Management, LLC$455K1
493Westmount Partners, LLC$453K1
494VERUS CAPITAL PARTNERS, LLC$446K1
495Gallagher Fiduciary Advisors, LLC$445K1
496HUNTINGTON NATIONAL BANK$440K1
497INTEGRITY WEALTH ADVISORS, INC.$438K1
498GTS SECURITIES LLC$434K1
499CIDEL ASSET MANAGEMENT INC$432K1
500TI-TRUST, INC$429K1
Truncated by Public Filings. The published aggregate ranks the top 500 holders per issuer — a build parameter of the Public Filings aggregation, not a census. Rows beyond it exist in individual filings on EDGAR. methodology §13F ↗
§ derived by Public Filings from the published aggregate (agg_issuer_top_holders); per-filer filed dates, share counts and document links are not in the published aggregate — the EDGAR link opens the filer's 13F list
n/c Newest filing in this build: 2026-07-31. Per-row filing dates are on each receipt.

Crowding — not available in this build. No holder rows for the selected period, so no percentile can be ranked.

Do the two regimes agree?

TRAILING 12M · CONGRESS vs FILERS NET
Congress net (rows)0 buy / 1 sell
Congress net ($ bound)−$15.0K to −$1.0K
Filers net (actions)not in build
Filers net ($ Q/Q)not in build

The filer side needs per-issuer quarter-over-quarter actions, which the published aggregate does not carry for this issuer. Convergence and divergence are stated only when both sides are computed.

Signals on EIX

RETAINED WINDOW · ACTIVE HITS

Zero hits on EIX in the retained window — a computed answer over every rule, not missing coverage.

Every rule, with its definition →

Planned modules for EIX · financials and macro

Financials — as filed PLANNED

EIX's as-reported XBRL fundamentals will appear here when the financials module passes its gates. Until then: EIX on EDGAR ↗

Macro context PLANNED

Rates, inflation, and positioning series land here with the macro module — vintage-aware, never nowcast.

issuer name from the SEC's present-day ticker file (company_tickers.json) — a present-day mapping, not the name as of each filing